EQUITY INVESTMENT CORP Q3 2023 Filing

Filed November 8, 2023

Portfolio Value

$3.2T

Holdings

59

Report Date

Q3 2023

Filing Type

13F-HR

All Holdings (59 positions)

#StockSharesValue% PortfolioType
1
SGOVISHARES TR
1,298,970$130.8B4.07%
2
TAT&T INC
8,259,916$124.1B3.86%
3
GSKGSK PLC
3,277,362$118.8B3.70%
4
BACVERIZON COMMUNICATIONS INC
3,548,417$115.0B3.58%
5
TTENTOTALENERGIES SE
1,635,155$107.5B3.35%
6
WFCWELLS FARGO CO NEW
2,590,037$105.8B3.29%
7
WMBWILLIAMS COS INC
3,128,350$105.4B3.28%
8
SNYSANOFI
1,952,345$104.7B3.26%
9
HIGHARTFORD FINL SVCS GROUP INC
1,391,088$98.6B3.07%
10
USBUS BANCORP DEL
2,736,223$90.5B2.82%
11
INGRINGREDION INC
908,776$89.4B2.78%
12
GDGENERAL DYNAMICS CORP
376,901$83.3B2.59%
13
MDTMEDTRONIC PLC
1,048,620$82.2B2.56%
14
ABGCENCORA INC
454,500$81.8B2.55%
15
SCHWSCHWAB CHARLES CORP
1,446,953$79.4B2.47%
16
GLGLOBE LIFE INC
727,657$79.1B2.46%
17
CTRACOTERRA ENERGY INC
2,911,247$78.7B2.45%
18
AXPAMERICAN EXPRESS CO
495,036$73.9B2.30%
19
EXPEEXPEDIA GROUP INC
698,366$72.0B2.24%
20
PNCPNC FINL SVCS GROUP INC
578,229$71.0B2.21%
21
ULUNILEVER PLC
1,405,965$69.5B2.16%
22
FDXFEDEX CORP
257,755$68.3B2.13%
23
HMCHONDA MOTOR LTD
2,016,143$67.8B2.11%
24
DGDOLLAR GEN CORP NEW
638,695$67.6B2.10%
25
PPGPPG INDS INC
515,169$66.9B2.08%
26
FISFIDELITY NATL INFORMATION SV
1,156,911$63.9B1.99%
27
TRVTRAVELERS COMPANIES INC
388,591$63.5B1.98%
28
PYPLPAYPAL HLDGS INC
1,059,100$61.9B1.93%
29
CSCOCISCO SYS INC
1,150,899$61.9B1.93%
30
SHELSHELL PLC
952,425$61.3B1.91%
31
AGNCAGNC INVT CORP
6,343,975$59.9B1.86%
32
TFCTRUIST FINL CORP
2,068,742$59.2B1.84%
33
JLLJONES LANG LASALLE INC
406,330$57.4B1.79%
34
OSKOSHKOSH CORP
583,506$55.7B1.73%
35
METAMETA PLATFORMS INC
163,811$49.2B1.53%
36
KVUEKENVUE INC
2,404,577$48.3B1.50%
37
DLTRDOLLAR TREE INC
433,507$46.1B1.44%
38
UPSUNITED PARCEL SERVICE INC
284,725$44.4B1.38%
39
ABXBARRICK GOLD CORP
2,936,410$42.7B1.33%
40
NFGNATIONAL FUEL GAS CO
782,031$40.6B1.26%
41
NNNNNN REIT INC
1,026,694$36.3B1.13%
42
HLNHALEON PLC
3,910,376$32.6B1.01%
43
PPLPPL CORP
1,364,750$32.2B1.00%
44
IWDISHARES TR
128,638$19.5B0.61%
45
JNJJOHNSON & JOHNSON
101,651$15.8B0.49%
46
GPNGLOBAL PMTS INC
114,642$13.2B0.41%
47
VUSBVANGUARD BD INDEX FDS
75,126$3.7B0.12%
48
VTIPVANGUARD MALVERN FDS
72,920$3.4B0.11%
49
VCSHVANGUARD SCOTTSDALE FDS
45,000$3.4B0.11%
50
IUSVISHARES TR
34,280$2.6B0.08%
51
XOMEXXON MOBIL CORP
5,320$625.5M0.02%
52
0VVBPARAMOUNT GLOBAL
32,527$419.6M0.01%
53
ORIOLD REP INTL CORP
10,186$274.4M0.01%
54
SNNSMITH & NEPHEW PLC
10,909$270.2M0.01%
55
MSMMSC INDL DIRECT INC
2,395$235.1M0.01%
56
KEYKEYCORP
17,420$187.4M0.01%
57
NYCBEURNEW YORK CMNTY BANCORP INC
13,202$149.7M0.00%
58
HBANHUNTINGTON BANCSHARES INC
12,318$128.1M0.00%
59
SWN1EURSOUTHWESTERN ENERGY CO
19,341$124.7M0.00%